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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,897 | $76,407-29.5% | $150,298-64.1% | $82,448-34.6% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 17.18% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,507 | $2,614+148.9% | $4,154+56.6% | $2,551+155.1% |
| Participant deferral / active EE | $4,141 | $3,214+28.8% | $5,453-24.1% | $4,1390% |
| Admin fee / account holder | $1,095 | $6,352-82.8% | $14,116-92.2% | $7,234-84.9% |